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One day after reporting Q4 earnings that beat revenue estimates, Lucid Group filed a WARN notice with California’s Employment Development Department disclosing 319 job eliminations at its Newark headquarters, effective April 21, according to the Mercury News. That’s the third consecutive year Lucid has filed layoff notices at the same address: 123 workers cut in…
Three beats, one brutal miss, and a stock that fell anyway. Lucid Group (NASDAQ: LCID) reported Q4 2025 results today that cleared the bar on revenue, beat FactSet’s production guidance consensus for 2026, and delivered its eighth consecutive quarter of record deliveries. The market’s response: shares dropped 6.4% to $9.33 in after-hours trading. That tells…
Morgan Stanley just did what Tesla hasn’t: put a real number on the 100-gigawatt solar bet we warned readers about four days ago. The answer is somewhere between $30 billion and $70 billion. For context, Tesla’s entire capital expenditure budget this year is already north of $20 billion before a single solar cell rolls off…
The same week Tesla posted its second consecutive year of declining vehicle deliveries, the company started hiring engineers to build something it has never successfully built at scale: solar cells. A job posting on Tesla’s website for a solar manufacturing development engineer states the company’s goal is to “deploy 100GW of solar manufacturing from raw…
Five months ago, Elon Musk called Dojo an “evolutionary dead end” and disbanded the entire team. Now he wants to put it in orbit. The whiplash is real. Over the long weekend, Musk announced on X that Tesla aims to restart work on Dojo3, its previously abandoned third-generation AI chip. The twist? This time it…
For years, the biggest anxiety holding back prospective EV buyers wasn’t range – it was battery degradation. We’ve been covering this concern since EVXL’s founding, watching the narrative shift from “EV batteries die after 5 years” to something far more nuanced. Now, a comprehensive new study from fleet telematics company Geotab analyzing over 22,700 electric…
Federal prosecutors just secured their first Tesla-related arson conviction without going to trial, and the five-year mandatory minimum sentence sends a clear signal about how seriously the Department of Justice is treating attacks on the electric vehicle maker. But behind the headlines about domestic terrorism and political backlash lies a quieter story that directly affects…
After a million people watched Jason Fenske document his frustrating Lucid Air ownership experience, Lucid didn’t just apologize. They gave the Engineering Explained host an insider preview of their entire 2026 recovery plan. The reveal includes UX 3.0, a complete user interface overhaul coming in early fall 2026, plus vehicle-to-home backup power that doesn’t require…
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